Paraplanner

Eden Rose; Cheltenham; Hybrid; GBP 49,500 - 60,500; Full time

Benefits offered by this job

Salary up to £55,000

25 days plus bank holidays with Christmas closure

5% pension contribution

Hybrid working, 2 days in, 3 from home

10 min walk from the station

Job summary

A leading financial planning firm in Cheltenham is seeking a Senior Paraplanner to provide technical support to a Senior Adviser. This hybrid role allows flexibility while focusing on complex cases with high-net-worth clients. The ideal candidate will have a Level 4 Diploma in Financial Planning and experience mentoring others. This supportive firm offers growth opportunities and a great working culture, making it an excellent place for professionals looking to advance their careers.

Qualifications

• Previous experience working as a Paraplanner within an IFA setting.
• Experience using IO would be advantageous.

Responsibilities

• Provide dedicated technical support to a Senior Adviser.
• Focus on complex and rewarding cases involving high-net-worth clients.

Skills

Experience mentoring junior paraplanners

Understanding of high-net-worth client needs

Education

Level 4 Diploma in Financial Planning

Tools

IO

Job description

Senior Paraplanner

Cheltenham – Hybrid, 2 days in – Up to £55,000

Are you a Senior Paraplanner looking for your next opportunity in Cheltenham? We are supporting a highly regarded financial planning firm that is seeking an ambitious and technically strong professional to join their team as a Senior Paraplanner. In this role, you will provide dedicated technical support to a Senior Adviser who works with high‑net‑worth clients, allowing you to focus on complex and rewarding cases.

The firm is proud of its inclusive, fun, and values‑driven culture, offering a supportive environment where people are encouraged to grow and progress. There is also a clear pathway into an advisory role for those who wish to pursue this in the future.

Benefits

• Salary up to £55,000
• Hybrid working, 2 days in, 3 from home
• 25 days plus bank holidays with Christmas closure
• 5% pension contribution
• 10 min walk from the station

Experience Required

• Previous experience working as a Paraplanner within an IFA setting
• Experience mentoring junior paraplanners
• Level 4 Diploma in Financial Planning
• Experience using IO would be advantageous

Apply today to be considered for this Senior Paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Referrals increase your chances of interviewing at Eden Rose by 2x.

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Synonyms: Paraplanner, Paraplanning, Report Writer, Financial Planner Support, Technical Sales Support, Technical Planner, Para Planner